CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.1M
3
+$11.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.71M
5
DAR icon
Darling Ingredients
DAR
+$3.73M

Top Sells

1
+$12.2M
2
+$7.32M
3
+$4.33M
4
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$1M

Sector Composition

1 Industrials 18.31%
2 Consumer Staples 10.64%
3 Technology 9.38%
4 Financials 5.82%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.7%
61,890
+354
27
$2.71M 0.67%
39,171
-176,373
28
$2.69M 0.67%
25,980
29
$2.6M 0.65%
16,151
+3,513
30
$2.54M 0.63%
17,921
-52
31
$2.33M 0.58%
7,908
-246
32
$2.31M 0.57%
30,876
-436
33
$2.31M 0.57%
29,215
+4,097
34
$2.06M 0.51%
20,020
-580
35
$2.04M 0.51%
38,606
+9,076
36
$1.64M 0.41%
23,391
+3,000
37
$1.57M 0.39%
28,071
+151
38
$1.54M 0.38%
29,789
+196
39
$1.54M 0.38%
9,349
-279
40
$1.4M 0.35%
42,423
+5,880
41
$1.32M 0.33%
36,489
-8,388
42
$1.25M 0.31%
8,194
-1,398
43
$1.23M 0.31%
19,191
-112
44
$1.21M 0.3%
33,428
-3,707
45
$1.06M 0.26%
15,423
46
$1.04M 0.26%
14,329
-250
47
$1.02M 0.25%
2,751
-41
48
$970K 0.24%
7,261
-419
49
$880K 0.22%
8,396
+28
50
$878K 0.22%
16,863
+3,687
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